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Salesforce
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Overview Fund Activity

2,124 hedge funds and large institutions have $127B invested in Salesforce in 2022 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 942 increasing their positions, 834 reducing their positions, and 244 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,124
Holders Change
-142
Holders Change %
-6.27%
% of All Funds
35.91%
Holding in Top 10
88
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.2%
% of All Funds
1.49%
New
136
Increased
942
Reduced
834
Closed
244
Calls
$3.81B
Puts
$3.56B
Net Calls
+$244M
Net Calls Change
+$724M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.23B
2
Harris Associates
Harris Associates
Illinois
+$498M
3
PIF
Public Investment Fund
Saudi Arabia
+$437M
4
Morgan Stanley
Morgan Stanley
New York
+$393M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$361M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.94B
2
AWA
Aaron Wealth Advisors
Illinois
-$448M
3
MCMC
Matrix Capital Management Company
New Hampshire
-$381M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$339M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
526
CAPTRUST Financial Advisors
North Carolina
$7.43M +$1.6M +9,682 +27%
MCM
527
McRae Capital Management
New Jersey
$7.4M -$133K -808 -2%
FVWA
528
Foster Victor Wealth Advisors
South Carolina
$7.37M +$513K +2,970 +7%
ACP
529
Ashfield Capital Partners
California
$7.37M +$1.22M +7,387 +20%
CWP
530
CFM Wealth Partners
Texas
$7.33M -$115K -696 -2%
BCM
531
Barrier Capital Management
California
$7.3M +$7.3M +44,218 New
JMFC
532
J.M. Forbes & Co
Massachusetts
$7.29M -$23.1K -140 -0.3%
EOJOAM
533
E. Ohman J:or Asset Management
Sweden
$7.27M -$132K -800 -2%
ECM
534
Exchange Capital Management
Michigan
$7.25M +$353K +2,139 +5%
WMC
535
Westwood Management Corporation
Illinois
$7.22M -$99K -600 -1%
DWA
536
Douglass Winthrop Advisors
New York
$7.19M -$235K -1,426 -3%
RIL
537
Rothschild Investment LLC
Illinois
$7.19M +$141K +855 +2%
IB
538
Iyo Bank
Japan
$7.19M – – –
NMIMC
539
Northwestern Mutual Investment Management Company
Wisconsin
$7.17M +$158K +956 +2%
EVM
540
Evelyn V. Moreno
$7.16M -$351K -2,126 -5%
IMRF
541
Illinois Municipal Retirement Fund
Illinois
$7.13M +$2.98M +18,055 +72%
BWFA
542
Baltimore-Washington Financial Advisors
Maryland
$7.11M +$1.09M +6,592 +18%
AAS
543
Annex Advisory Services
Wisconsin
$7.1M +$1.42M +8,605 +25%
CI
544
Carroll Investors
South Carolina
$7.1M +$429K +2,601 +6%
AWM
545
AE Wealth Management
Kansas
$7.09M +$349K +2,112 +5%
EI
546
Ethic Inc
New York
$7.06M +$885K +5,365 +14%
KA
547
Kintegral Advisory
New York
$7.05M +$149K +905 +2%
AIM
548
Allen Investment Management
New York
$6.98M +$3.63K +22 +0.1%
KeyBank National Association
549
KeyBank National Association
Ohio
$6.98M -$282K -1,706 -4%
HCM
550
Hillman Capital Management
Maryland
$6.97M +$1.39M +8,427 +25%
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